See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,210 | $63,346-66.5% | $92,233-77.0% | $70,131-69.8% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 7.94% | 530.12%-522.2pp | 176.28%-168.3pp | 73.14%-65.2pp |
| Employer contribution / active EE | $7,598 | $2,471+207.5% | $3,679+106.5% | $2,342+224.4% |
| Participant deferral / active EE | $840 | $2,854-70.6% | $3,897-78.4% | $3,332-74.8% |
| Admin fee / account holder | $849 | $3,840-77.9% | $5,194-83.6% | $4,645-81.7% |